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AAFM ® American Academy of Financial Management ®

Prof. Dr. George Mentz, JD, MBA, CWM ®, QFP
Attorney at Law & Notary Public
Founder AAFM ® American Academy of Financial Management ®

*Professor Mentz is the founder of the AAFM™® American Academy of Financial Management and the International Board of Standards ™®

  • Prof. Mentz CEO, Chairman for AAFM ® Worldwide - Board of Standards and Accreditation Council Mentz has been a Leader in Wealth Management Education and Standards in the USA for over 10 years and is the creator and founder of the CWM Certified Chartered Wealth Manager ™ Certification Program Worldwide.
  • Mentz was first person in the United States to achieve "Quad Designation" Status achieving Juris Doctorate, Dip. Int. Law, MBA, lic. qualified financial planner, and Certified Financial Consultant credentials.
  • Featured and quoted in the Wall Street Journal ™, The Hindu National, The Financial Times Asia, The Arab Times, El Norte Latin America, Forbes News, The Business Wire, Reuters Global News, EuroInvestor News UK, Yahoo Finance, Morningstar News, Digital50 News, Direkt Broker Germany News, Ad Hoc News, Centre Daily News, Earth Times, Yahoo News, University of California News, ArabianBusiness.com NEWS, Express Computers Business News in India, and more.
  • Licensed Attorney and Counselor of Law US Federal Courts EDLA and State License - LA USA
  • Editor and Chief for the Original Tax and Estate Planning Law Review
  • Professor for Wealth Management and Private Banking San Diego TJSL Law School LLM Program
  • Advisory Board of the Global Finance Forum - Switzerland 2006-7
  • Past Board of Advisors of the World E-Commerce Forum & ERISA Fiduciary Guild
  • Author of Several books on Wealth Management, Human Potential & Project Management
  • Faculty Appointments and Graduate Executive Training Appointments for law schools, business schools, and Training Centers in: Miami, Denver, Hong Kong, Nassau, Bahamas, Silicon Valley, CA, Virginia, New Orleans, Dubai, San Diego, Chicago, and more.
  • Mentz has provided Consulting to the United States Government on Economic Trends and Employment Issues for several years.
  • Dr. Mentz is a 2009 Winner of the Faculty Award for Superior Performance in recognition of Excellence in Teaching ... "Clear and Structured" in teaching Business Ethics.
  • Founder of the AAFM ® American Academy of Financial Management and Exclusive Founder and Exclusive Owner of the IAFM ™ International Academy of Financial Management training group and creator & founder of the AAPM ® IPMC and Global Project Management Academy. Mentz is also the founder and the Creator of the: CWM ® Wealth Management Programs and the CIPM ® and MPM ® project management programs.
*Professor Mentz addressing China National Media at the Global Wealth Management Summit in Beijing China

Contact Professor Mentz

  • USA Director and Chairman of the Global Wealth Management Advisory Board and Advisory Board to AAFM American Academy of Financial Management
  • Consulted with Wall Street and Banking Firms, Trained Financial Advisors, and Instructed Clients from 30 jurisdictions on Financial Planning, Investing, Taxation, Insurance and Estate Planning.
  • Consulted with Several Fortune 100 Companies and International Banking Institutions
  • Diversified wealth management practitioner experience involving training, marketing, management, development, finance, financial planning, teaching, education, and e-commerce.
  • Teaching accredited college level estate planning, investments, economics, finance, & tax courses and topics along with e-commerce strategy, law, and marketing for several universities.
  • Inventor of the Legal and Plastic Surgery Z-5 Internet Marketing Program Worldwide™
  • Researched and published worldwide in the area of taxation, financial analysis, investments, estate planning, and financial consulting.
  • Appointed Faculty member St. Thomas Law School Graduate LLM Program in Miami.
  • Appointed Faculty for the prestigious Silicon Valley SJSU E-Business Programs.
  • Faculty - Thomas Jefferson School of Law - Appointment
  • Full Time Faculty Appointment, Subject Matter Expert, Consultant, and full time law faculty.
  • Investment Advisor Representative Law Exams Passed.
  • Certified Financial Consultant License Achieved
  • Licensed and Registered Financial Planner Registration Achieved
  • Licensed and Certified E-Commerce Consultant Trainer
  • Corporate training and Course Development experience with major corporations and University Instruction Online and OnSite
  • On Faculty for Several Universities Teaching Online and On-Site
  • Faculty member 1995-2009 teaching business law, taxation , corporations, legal environment, business entities, e-commerce management and law, investments, ethics, financial planning, estate planning, wealth management.
  • Published, written, and presented multiple articles and research in venues such as print, magazine, journals, television, several college universities, and websites.
  • Keynote speaker at seminars, conventions, and conferences
  • Quoted and Author of Published articles in 20 Countries and 20 Major US cities on finance and ebusiness consulting.
  • Experience as a Top Wealth Management Advisor for a Wall Street Firm
  • Founding Shareholder of companies, joint ventures, and alliances in US, EU, Asia, Greece, Portugal, Africa, Belgium, Singapore, China, Russia, Canada, Malaysia, and other countries.
  • Member Phi Delta Phi International Legal Fraternity, Member Delta Kappa Epsilon International , Skull and Bones Friars Member, Member Scottish Rite Masonic Bodies, & Member of the York Rite and Royal Arch Masonic Bodies.
  • International television and press interviews in contrives such as China, Mexico and USA
  • Keynote speaker in Beijing and Hong Kong. Featured in major newspapers throughout Asia.
  • Presented to International Financial Executives at the Geneva Wealth Mgt. Conference.
  • Master Financial Professional Trainer Certified
  • Negotiated International Agreements with CFP ™ Board and AIMR ™ International
  • Accepted as an Expert Witness NASD Arbitration Panel 2003
  • Founder of the AAFM AAPM and CEC Global Scholarship Program for disadvantaged students worldwide.
  • Author and course architect for the original Ethics and Philosophy Course for DeVry University which is an NYSE New York Stock Exchange Corporation and teacher of Business and Professional Ethics at the college and graduate level.

GRADUATE AND INTERNATIONAL EDUCATION FOR PROF MENTZ:

M.B.A. Loyola and Catholique University Graduate School in Louven, Belgium, Condor Falcon School Member, Chairman of the Tax & Estate Planning JD & MBA Law Review (1998) Completed research & studies, and provided international lectures in Belgium.

Loyola University School of Law, Juris Doctorate in International Law Attended law courses at William & Mary and Tulane Law School Completing law studies in Madrid Spain, Sao Paulo Brazil, Cuernavaca Mexico.

Loyola University in conjunction with William and Mary - CILS International Law Certification [Higher Dip]

Louisiana State University, Bachelor of Arts in International Politics
Attended University of Innsbruck, Austria UNO Program

PROFESSIONAL DESIGNATIONS AND SERVICE:

AAFM Certified Market Analyst and Registered Financial Analyst, Master Financial Professional, Chartered Trust and Estate Planner Triple Board Certification.
Successfully Completed US SEC NASD Series 7, 63, & 65 Securities Licenses, Registered Investment Advisor Representative
Licensed Attorney, Licensed Financial Planner, Certified Financial Consultant, and Notary Public License
Investment Management Analyst Certificate, Policy, Analysis, and Manager Selection
CEC Certified E-Commerce Consultant
Board of Directors for 3 non-public companies and one charity

Winner of several faculty awards and an award for meritorious service to charity
Member of local foundation boards, school boards, and charitable boards. 2005-9

OTHER PAST WEALTH MANAGEMENT EXPERIENCE:

WESTEND CAPITAL MANAGEMENT CALIFORNIA - Consultant and Lawyer Regarding Securities

WEALTH MANAGEMENT ADVISORY BOARD - ASIA

WEALTH MANAGEMENT COMMISSION - USA

Wealth Management Training - Curriculum Committee: Designing and Crafting Wealth Management Training Programs that have been conducted for thousands of students in 10 countries worldwide.

Featured with Wealth Management International Recognition: Wall Street Journal, The Hindu National, The El Norte Mexico, The Financial Times Asia, & Several Middle Eastern News Companies.

USERSTRATEGY.COM Global Executive Consultant

Research and Testimony as a Securities Expert: in Arbitration Cases in assisting in protecting consumer rights and ethics in the profession. Advised on Suitability, Supervision, Misrepresentation, financial planning.

LEGG MASON WOOD WALKER, INC.
Senior Financial Planner, Wealth Management Advisor covering Multiple US States and several jurisdictions. One of four high net worth consultants for an International Firm. Wealth Management sales consulting, seminars, training, national presentations, television broadcasts, coaching, internal writing, net & web content, department compliance, and product consulting for LMWW. Wealth Management - A Team Leader for Southern U.S. Managing projects and events.

FIRST AMERICAN/AMSOUTH BANK - Now Regions Financial (Which is a top 20 Bank in the USA)
Financial Officer, Wealth Management & Financial and Estate Planning Manager. Wealth Council Member. Trust Liaison for Region along with marketing, newsletter, presentation, training, and management capacities. Training and consulting with brokers, trust officers, and advisors in several states giving speeches to clients and public in several states.

American Academy of Financial Management Board of Standards LLC. owns the designation marks MFP MASTER FINANCIAL PROFESSIONAL (tm) CWM CHARTERED WEALTH MANAGER (TM) CMA CERTIFIED AND CHARTERED MARKET ANALYST (TM) and federal copyrights which it awards to individuals who successfully complete initial and ongoing certification and charter requirements.

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